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I'm in my account but don't see where to upload. Where do I submit my data?

This article provides instructions for members on how to upload their data when they're in their account but don't see an option to submit it.

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Written by Adriana West
Updated over 2 months ago

If you do not see where to submit your financial information, please follow these steps:

  1. Log out of your account by selecting your name in the top right corner of the page and then selecting “log out”.

  2. Once you are logged out of your account, log back in using the unique link from the original request introduction email you received from us. You will need to locate this email to find the specific link required to access our secure portal. If you do not have access to the unique link from your email, you will need to ask to speak to an associate, who will be able to send it to you directly.

  3. When you log in using the unique link, you will be prompted to complete your submission.

If you still do not see where to complete your submission after following steps 1 and 2, please ensure you are not connected to a VPN and try accessing the unique link in a different browser.

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